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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
GC
851
GFG Capital
Florida
$879K +$1.23K +16 +0.1%
MMPW
852
Mitchell McLeod Pugh & Williams
Alabama
$874K -$146K -1,900 -14%
Sigma Planning Corp
853
Sigma Planning Corp
Michigan
$874K +$205K +2,669 +31%
NCP
854
NexWave Capital Partners
New York
$870K +$552K +7,208 +180%
Stonehage Fleming Financial Services
855
Stonehage Fleming Financial Services
Jersey
$867K +$68.6K +895 +9%
Dakota Wealth Management
856
Dakota Wealth Management
Florida
$856K +$30.7K +400 +4%
TF
857
TLWM Financial
Texas
$849K +$20.3K +265 +2%
Washington Trust
858
Washington Trust
Rhode Island
$848K +$162K +2,120 +24%
LWM
859
Lyell Wealth Management
California
$848K +$196K +2,558 +31%
Cetera Advisors
860
Cetera Advisors
Colorado
$843K +$178K +2,324 +27%
CAN
861
Claraphi Advisory Network
United States
$843K +$832K +10,854 New
AWM
862
Altium Wealth Management
New York
$839K +$36.6K +477 +5%
SG
863
Stonnington Group
California
$837K +$766K +10,000 New
SCA
864
Snowden Capital Advisors
New York
$830K +$396K +5,171 +94%
RZH
865
Relyea Zuckerberg Hanson
Connecticut
$823K – – –
Ballentine Partners
866
Ballentine Partners
Massachusetts
$818K -$44.3K -578 -5%
Brown Brothers Harriman & Co
867
Brown Brothers Harriman & Co
New York
$813K -$117K -1,526 -13%
ARMT
868
Amica Retiree Medical Trust
Rhode Island
$810K – – –
OIM
869
Orca Investment Management
Oregon
$801K – – –
ARTA
870
A.R.T. Advisors
New York
$799K +$788K +10,288 New
LIM
871
Longfellow Investment Management
Massachusetts
$798K -$1.18M -15,453 -60%
CPO
872
Cerity Partners OCIO
New York
$798K +$90.7K +1,184 +13%
Northeast Financial Consultants
873
Northeast Financial Consultants
Connecticut
$794K +$408K +5,324 +109%
BCM
874
Bourgeon Capital Management
Connecticut
$792K – – –
Fort Washington Investment Advisors
875
Fort Washington Investment Advisors
Ohio
$787K -$71.9K -938 -8%